HNW client percentage for Team firms serving clients in District Of Columbia

Team firms active in District Of Columbia 60 firms

Very Low 8%-16%

Low 16%-27%

Typical 27%-49%

High 49%-66%

Very High 66%-97%

5th 20th 40th 60th 80th 95th

Median: 45%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Folger Nolan Fleming Douglas Capital Management, Inc.	Very High 71%	341	478	$2.5M
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Aviso Wealth Management	Low 17%	158	913	$640K
Graham Capital Wealth Management, LLC	Very Low 9%	62	705	$350K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Seneca Financial Advisors LLC	Typical 45%	159	353	$2.3M
Romano Wealth Management	High 51%	478	934	$1.5M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Wealthcrest Financial Services, LLC	High 61%	232	380	$1.3M
Axiom Value Wealth Management LLC	Low 17%	61	351	$270K
Capital Investment Advisors	Low 19%	79	417	$680K
Buttonwood Financial Advisors, Inc.	Typical 47%	152	321	$1.5M
Edgemoor Investment Advisors, Inc.	High 49%	153	312	$4.1M
Bright Road Wealth Management, LLC	Low 17%	104	614	$680K
Preston Wealth Advisors, LLC.	Low 21%	64	301	$810K
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Torrey Growth & Income Advisors, LLC	Low 22%	64	293	$1.1M
Aspect Partners, LLC	Typical 45%	126	280	$1.4M
Chesapeake Investment Management LLC	Very High 100%	391	391	$500K
Meritas Wealth Management, LLC	High 53%	172	324	$1.8M
Armstrong, Fleming & Moore, Inc.	High 49%	266	539	$2.3M
Condor Capital Wealth Management	High 49%	424	869	$2.4M
Strathmore Capital Advisors	Typical 48%	237	493	$1.6M
Emerald Advisors, LLC	Very High 70%	151	215	$4.4M
Trumbower Financial Advisors LLC	High 65%	159	246	$8.1M
Fortress Private Ledger, LLC	Very Low 14%	98	681	$690K
Curio Wealth, LLC	Very Low 14%	50	354	$1.3M
Marotta Wealth Management, Inc.	High 52%	185	354	$1.9M
Westbourne Investment Advisors Inc.	Typical 36%	68	187	$2.3M
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
Craft Wealth Services	Very Low 15%	34	222	$530K
Evermay Wealth Management, LLC	Typical 42%	234	558	$2.4M
Crew Capital Management, LTD.	Typical 30%	60	203	$1.2M
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Glassman Wealth Services, LLC	Very High 84%	302	359	$6.9M
Savvi Financial LLC	Very Low 9%	12	135	$330K
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Churchill Financial Advisors, LLC	Typical 42%	45	108	$4.8M
Lynx Investment Advisory, LLC	Typical 45%	97	214	$4.2M
Glassy Mountain Advisors, Inc.	Very High 66%	84	127	$2.9M
MBI LLC	High 50%	95	191	$1.6M
Highline Wealth Partners	Typical 28%	91	320	$2.3M
Capital Synergy Partners	Typical 34%	114	331	$310K
Values Added Financial	Very High 66%	74	112	$2.8M
Fidelis Capital	Very High 80%	175	218	$8.7M
Partners Capital Services, Inc.	High 56%	118	210	$310K
Folger Nolan Fleming Douglas Incorporated	Low 16%	42	257	$3.1M
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
Total Alignment Wealth Advisors, LLC	Very High 100%	28	28	—
Sun Global LLC	Typical 45%	5	11	$420K

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